Billing Coordinator

Garcia Espinosa Miyares Rodriguez Trueba & Co LLP•Coral Gables, FL

12d

About The Position

Are you a self-starter who is passionate about supporting a dynamic CPA firm, and looking to thrive in a creative environment? Then we have the Billing Coordinator position for you. You will create invoices, credit memos, update client information, and send payment reminders to clients.

Requirements

Excellent oral and written communication skills
Excellent problem-solving skills
Practical knowledge of customer service
Ensure strict confidentiality at all times
Solid understanding of administrative assistance
CPA Firm experience preferred
CCH-Practice Management software a plus
Strong computer skills, including MS Word, Excel, and Outlook
Strong attention to detail and precise follow-through
Must be able to meet deadlines in a fast-paced quickly changing environment
At least 2 years of Administrative Assistant experience preferred
Flexibility to work additional hours during tax season and extended tax season periods
Fluent in English and Spanish

Nice To Haves

CPA Firm experience preferred
CCH-Practice Management software a plus

Responsibilities

Reviews and edits pre-bills in response to bill managers requests
Prepare bills for clients following bill managers requests, eventually with progressing to evaluate billing analysis
Ability to execute complex bills in a timely manner
split billing for client groupings
review and verify accuracy if billing and supporting documentation as required
research and respond to inquiries regarding billing issues/problems
prepare, revise and print final client billings
Apply retainer funds and/or retainer invoices to client data
Process write-offs following Firm policy
Ability to effectively interact and communicate with bill managers and clients
Ability to handle a high volume of bills per month
Ability to communicate with client for payment reminders and follow-through with collecting payments
Back-up to the phone rotation